Eight Important Questions to Ask Your Financial Advisor

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Eight Important Questions to Ask Your Financial Advisor

By OJM Group FEATURING Robert Peelman

1,933 views

November 30, 2017

Click here (http://www.ojmgroup.com/WMMSVUMEDI) for your free hardcopy or ebook download of OJM’s newest ...
read more ↘ book Wealth Management Made Simple. In this video, OJM Group Director of Wealth Advisors Robert Peelman, CFP suggests eight questions you should ask a prospective financial advisor, or your current advisor during an annual review. Topics include the advisor's fiduciary or suitability standard, investment philosophy, professional credentials and views on market timing.
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